See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,283 | $59,097-14.9% | $82,389-39.0% | $74,304-32.3% |
| Participation rate | 59.7% | 52.8%+6.9pp | 69.5%-9.9pp | 60.3%-0.7pp |
| Annual return | 17.81% | 22.85%-5.0pp | 28.67%-10.9pp | 29.43%-11.6pp |
| Employer contribution / active EE | $340 | $1,601-78.8% | $2,517-86.5% | $2,241-84.9% |
| Participant deferral / active EE | $2,125 | $2,775-23.4% | $4,155-48.9% | $3,767-43.6% |
| Admin fee / account holder | $48 | $4,489-98.9% | $7,231-99.3% | $2,969-98.4% |